| CCLEVELAND-CLIFFS INC NEWCLF |
| 0.77% | 0.72% | $7.1M | 757,848 | $5.6M | 659,816 | +98,032+14.86% | Add |
 INTEL CORPINTC |
| 0.75% | 0.29% | $6.9M | 49,160 | $2.3M | 51,724 | -2,564-4.96% | Reduce |
 COPART INC COMCPRT |
| 0.74% | 0.09% | $6.8M | 241,865 | $718,448 | 21,640 | +220,225+1,017.68% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.73% | 0.23% | $6.7M | 72,905 | $1.8M | 18,990 | +53,915+283.91% | Add |
 BLACKROCK INC COMBLK |
| 0.72% | 0.6% | $6.7M | 6,924 | $4.7M | 4,841 | +2,083+43.03% | Add |
 KNIGHT-SWIFT TRANSN HLDGS INC CL AKNX |
| 0.72% | — | $6.6M | 84,923 | $0 | 0 | +84,923 | New Buy |
 MCKESSON CORP COMMCK |
| 0.66% | 0.06% | $6.1M | 8,085 | $471,621 | 545 | +7,540+1,383.49% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.66% | 0.23% | $6.1M | 15,239 | $1.8M | 3,799 | +11,440+301.13% | Add |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 0.65% | — | $5.9M | 58,494 | $0 | 0 | +58,494 | New Buy |
| PPEGASYSTEMS INCPEGA |
| 0.64% | — | $5.9M | 197,535 | $0 | 0 | +197,535 | New Buy |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.64% | 0.44% | $5.9M | 6,089 | $3.4M | 8,774 | -2,685-30.60% | Reduce |
 ALBEMARLE CORPALB |
| 0.61% | 0.18% | $5.6M | 41,386 | $1.4M | 7,668 | +33,718+439.72% | Add |
 COUPANG INC CLASS ACPNG |
| 0.61% | — | $5.6M | 320,339 | $0 | 0 | +320,339 | New Buy |
| RROLLINS INC COMROL |
| 0.59% | 0.16% | $5.5M | 130,877 | $1.3M | 23,693 | +107,184+452.39% | Add |
 LUMENTUM HLDGS INCLITE |
| 0.58% | — | $5.4M | 6,260 | $0 | 0 | +6,260 | New Buy |
 FREEPORT MCMORAN INCFCX |
| 0.58% | — | $5.3M | 84,883 | $0 | 0 | +84,883 | New Buy |
| NNEXTERA ENERGY INCNEE |
| 0.57% | — | $5.2M | 59,213 | $0 | 0 | +59,213 | New Buy |
 BOSTON SCIENTIFIC CORP COMBSX |
| 0.56% | 0.81% | $5.2M | 121,522 | $6.3M | 100,056 | +21,466+21.45% | Add |
| FFLEX LTDFLEX |
| 0.54% | — | $5.0M | 30,818 | $0 | 0 | +30,818 | New Buy |
| CCIRCLE INTERNET GROUP INC COM CL ACRCL |
| 0.53% | — | $4.9M | 78,504 | $0 | 0 | +78,504 | New Buy |
 MICROSOFT CORPMSFT |
| 0.53% | 0.27% | $4.9M | 13,176 | $2.1M | 5,570 | +7,606+136.55% | Add |
 OTIS WORLDWIDEOTIS |
| 0.53% | 0.64% | $4.9M | 68,599 | $4.9M | 64,202 | +4,397+6.85% | Add |
| SSANDISK CORP COMSNDK |
| 0.53% | 0.47% | $4.9M | 2,139 | $3.7M | 5,767 | -3,628-62.91% | Reduce |
 BUNGE GLOBAL SABG |
| 0.51% | 0.11% | $4.7M | 43,595 | $890,527 | 7,001 | +36,594+522.70% | Add |
 NVIDIA CORPORATIONNVDA |
| 0.48% | 0.24% | $4.4M | 21,942 | $1.9M | 10,831 | +11,111+102.59% | Add |
 AMAZON COM INCAMZN |
| 0.47% | 0.1% | $4.3M | 18,192 | $801,423 | 3,848 | +14,344+372.77% | Add |
| AAMKOR TECHNOLOGY INCAMKR |
| 0.46% | 0.27% | $4.3M | 49,359 | $2.1M | 47,368 | +1,991+4.20% | Add |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 0.46% | 0.1% | $4.2M | 109,121 | $793,010 | 12,926 | +96,195+744.20% | Add |
| FFMC CORPFMC |
| 0.46% | 0.39% | $4.2M | 366,661 | $3.0M | 174,716 | +191,945+109.86% | Add |
 CENCORA INCCOR |
| 0.44% | 0.13% | $4.1M | 14,444 | $1.0M | 3,261 | +11,183+342.93% | Add |
 COLGATE PALMOLIVE COCL |
| 0.44% | 0.53% | $4.1M | 44,364 | $4.1M | 48,240 | -3,876-8.03% | Reduce |
 L3HARRIS TECHNOLOGIES INCLHX |
| 0.44% | — | $4.1M | 13,989 | $0 | 0 | +13,989 | New Buy |
| EEPAM SYS INCEPAM |
| 0.44% | — | $4.1M | 51,076 | $0 | 0 | +51,076 | New Buy |
| DDROPBOX INCDBX |
| 0.44% | — | $4.0M | 147,301 | $0 | 0 | +147,301 | New Buy |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.43% | 0.23% | $3.9M | 45,065 | $1.8M | 26,566 | +18,499+69.63% | Add |
 NEWELL BRANDS INCNWL |
| 0.42% | — | $3.9M | 627,181 | $0 | 0 | +627,181 | New Buy |
 ROBLOX CORP CL ARBLX |
| 0.42% | 0.46% | $3.8M | 70,329 | $3.6M | 62,847 | +7,482+11.91% | Add |
 WESTLAKE CORPORATIONWLK |
| 0.41% | — | $3.8M | 51,437 | $0 | 0 | +51,437 | New Buy |
 WELLS FARGO CO NEWWFC |
| 0.41% | 0.21% | $3.7M | 45,200 | $1.6M | 20,272 | +24,928+122.97% | Add |
 ABBOTT LABORATORIESABT |
| 0.4% | 0.05% | $3.7M | 40,657 | $415,300 | 4,045 | +36,612+905.12% | Add |
| AATI INCATI |
| 0.4% | 0.41% | $3.7M | 18,637 | $3.2M | 21,692 | -3,055-14.08% | Reduce |
| DDOXIMITY INCDOCS |
| 0.4% | 0.04% | $3.7M | 177,044 | $283,608 | 12,172 | +164,872+1,354.52% | Add |
| CCITIGROUP INCC |
| 0.4% | 0.24% | $3.7M | 26,215 | $1.8M | 16,179 | +10,036+62.03% | Add |
 LAS VEGAS SANDS CORP COMLVS |
| 0.4% | 0.36% | $3.6M | 78,809 | $2.8M | 52,285 | +26,524+50.73% | Add |
 XYLEM INCXYL |
| 0.39% | 0.38% | $3.6M | 30,616 | $2.9M | 24,468 | +6,148+25.13% | Add |
 LAM RESEARCH CORPLRCX |
| 0.39% | 0.09% | $3.6M | 8,333 | $722,171 | 3,380 | +4,953+146.54% | Add |
| HHAMILTON LANE INCHLNE |
| 0.39% | — | $3.6M | 45,351 | $0 | 0 | +45,351 | New Buy |
| VVIKING THERAPEUTICS INCVKTX |
| 0.39% | 0.15% | $3.6M | 91,437 | $1.1M | 34,641 | +56,796+163.96% | Add |
 FIRST HORIZON CORPORATIONFHN |
| 0.38% | — | $3.5M | 137,036 | $0 | 0 | +137,036 | New Buy |
| QQUANTUMSCAPE CORPQS |
| 0.38% | 0.09% | $3.5M | 463,653 | $715,849 | 112,202 | +351,451+313.23% | Add |
